· 2022–2024 · DOL EFAST2

LAW OFFICE OF SCOTT M. BLUMEN — LAW OFFICE OF SCOTT M. BLUMEN 401(K) PLAN & TRUST, Form 5500 (2022)

Original filing (PDF)20231010125712NAL0056959570001

LAW OFFICE OF SCOTT M. BLUMEN

Form 5500-SF

FILING_RECEIVED

LAW OFFICE OF SCOTT M. BLUMEN 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$325K

Net assets (EOY)

$325K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

84

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAW OFFICE OF SCOTT M. BLUMEN.

Plan sponsor

Name

LAW OFFICE OF SCOTT M. BLUMEN

EIN

33-0475604all filings

Address

2635 CAMINO DEL RIO SOUTH #104 · SAN DIEGO, CA · 92108

Phone

(619) 293-4694

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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